Experienced Financial Services Administrator handling administration for life, pensions, and investments with a focus on client servicing. Working in a hybrid environment from Birmingham or Market Harborough.
About the role
- Assistente financeiro at RSM Brasil responsible for managing financial documentation and ensuring accuracy in various financial processes. Aiming for innovative solutions in financial operations.
Responsibilities
- Document Receipt and Verification: Receive, review and validate financial documents, ensuring accuracy and compliance for processing;
- Document Organization and Filing: Organize and securely file documents, ensuring easy access and integrity of information;
- Bank Balance Monitoring: Monitor bank balances, controlling inflows and outflows to ensure the company’s financial health;
- Payment and Receipt Posting: Post payments and receipts, keeping financial records up to date;
- Boleto Registration: Register and track boletos (bank payment slips) in the system, monitoring due dates and payments;
- Supplier and Customer Registration: Create and update supplier and customer records in the financial system;
- Document Review and Entry: Verify and record financial documents in the accounting system, ensuring data accuracy;
- Bank Entries: Perform bank entries in the system, maintaining correct transaction records;
- Audit Support: Support internal and external audits by providing required documentation and responding to inquiries;
- Bank Reconciliation: Perform periodic bank reconciliations, ensuring alignment between bank records and the company system;
- Recurring Payments and Receipts Control: Monitor and manage recurring payments and receipts to ensure timeliness;
- Cash Flow Monitoring: Update and monitor cash flow, assisting financial planning;
- Payment Receipts: Issue and file payment receipts, ensuring proper documentation of transactions;
- Interdepartmental Liaison: Facilitate communication between the finance department and other areas of the company to ensure integrated and efficient processes.
Requirements
- Currently pursuing a bachelor’s degree in Accounting, Economics, Business Administration or Law;
- Intermediate Excel skills preferred.
Benefits
- Bradesco Medical and Dental Insurance
- Life Insurance (Icatu)
- Meal or Food Allowance
- Transportation Voucher
- Education Assistance – covers 50% of costs for undergraduate, English or postgraduate studies, limited to R$300 per month
- TotalPass
- Golden Farma
- Service Stability Award (tenure-based bonus)
- Performance Review (opportunities for growth and development)
- Mentorship Program
- Payroll-Deductible Loan
- Coverage of Professional Registration Fees (CRC, OAB or CRP)
- Company Device
- Birthday Off (day off on your birthday)
- Gift Voucher for Birthday Off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
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